DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Schechter Investment Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Kevin Matthew BeauchampSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAAug 25, 2025Aug 5, 2025
Alexander Lloyd MartinSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Bernard Steven KentSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Ann Marie SandquistSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
John Edward SteinSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Michael Brian SchoffmanSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Prasad MohanSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Aaron John HodariSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Paul Robert WehnerSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Marc Rodney SchechterSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jul 2, 2025
Adam BlockiSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Anthony Jacob ChisolmSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Richard Joseph EliasSchechter Investment Advisors, LLC independent RIAEnlightened Finance LLC independent RIARIA to RIAJul 11, 2025Aug 24, 2018
Bradley Kevin FeldmanSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Brian John MackeySchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Jordan Howard SmithSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJul 11, 2025Jun 18, 2025
Colin Coyle SteinbergSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJun 30, 2025Jun 18, 2025
Joseph G OpielaSchechter Investment Advisors, LLC independent RIAArax Advisory Partners independent RIARIA to RIAJun 9, 2025Sep 10, 2025 (93 d)
Wade Robert HoagSchechter Investment Advisors, LLC independent RIAJ. W. Cole Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 27, 2023Jul 18, 2025 (660 d)
Harvey Alan SlaughterSchechter Investment Advisors, LLC independent RIAWinthrop Wealth independent RIARIA to RIASep 15, 2022Oct 4, 2022
Maxwell James HuntSchechter Investment Advisors, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMar 10, 2022Jan 30, 2026 (1422 d)
Brandon Scott TutakSchechter Investment Advisors, LLC independent RIACerity Partners LLC mixed wealthRIA to RIAJan 28, 2022May 8, 2019
Demetrius Marcelle EdwardsSchechter Investment Advisors, LLC independent RIADme Financial unclassifiedOtherSep 21, 2021Aug 22, 2021
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23 moves match.